See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,809 | $45,152+52.4% | $73,843-6.8% | $59,632+15.4% |
| Participation rate | 70.5% | 64.0%+6.5pp | 73.4%-2.9pp | 68.7%+1.8pp |
| Annual return | 0.44% | 27.40%-27.0pp | 2267.84%-2267.4pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,222 | $2,574+25.2% | $3,583-10.1% | $3,192+0.9% |
| Admin fee / account holder | $2,068 | $3,516-41.2% | $4,880-57.6% | $4,297-51.9% |